AB Tax-Managed Wealth Appreciation Strategy (ATWYX) Alternatives
AB Tax-Managed Wealth Appreciation Strategy (ATWYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATWYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ATWYX
ATWYX charges 0.38% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among ATWYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | ATWYX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | ATWYX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | ATWYX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | ATWYX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | ATWYX vs VMNVX |
Best Risk-Adjusted Alternatives to ATWYX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | ATWYX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | ATWYX vs CAEIX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | ATWYX vs ARTHX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | ATWYX vs GCCHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | ATWYX vs FMIEX |
Top Performing ATWYX Alternatives (YTD)
ATWYX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | ATWYX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | ATWYX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | ATWYX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | ATWYX vs CSUAX | |
| New Alternatives Fund | 8.31% | Sep 2, 1982 | ATWYX vs NALFX |
Lowest Volatility Alternatives to ATWYX
ATWYX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | ATWYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | ATWYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | ATWYX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | ATWYX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | ATWYX vs GLIFX |
Lowest Drawdown Alternatives to ATWYX
ATWYX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | ATWYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | ATWYX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | ATWYX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | ATWYX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | ATWYX vs FGIAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With ATWYX
What investors most often compare with ATWYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 52 | -4.60% | Mar 9, 2017 | ATWYX vs FDFIX | |
| Invesco High Yield Equity Dividend Achievers™ ETF | Mid Cap Value Equities, Dividend | 18 | 5.88% | Dec 9, 2004 | ATWYX vs PEY | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | ATWYX vs QQQ | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | ATWYX vs GAOAX |
Compare ATWYX with Any Fund or Stock
Compare ATWYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.